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LGT Financial Advisors’s Federated Hermes FHI Stock Holding History

LGT Financial Advisors’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-74
Closed -$3.04K – 460
2024
Q4 		$3.04K Hold
74
– – 0.01% 634
2024
Q3 		$2.72K Hold
74
– – 0.01% 639
2024
Q2 		$2.43K Hold
74
– – 0.01% 722
2024
Q1 		$2.67K Hold
74
– – ﹤0.01% 730
2023
Q4 		$2.51K Hold
74
– – ﹤0.01% 777
2023
Q3 		$2.51K Buy
+74
New +$2.55K ﹤0.01% 771

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's FHI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 74 shares — an estimated $3.04K sold.

LGT Financial Advisors first reported a position in FHI in Q3 2023 and held it in 6 quarters. The position peaked at $3.04K in Q4 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 74 Federated Hermes shares in Q1 2025, an estimated $3.04K.
  • LGT Financial Advisors first reported a position in Federated Hermes in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Federated Hermes position peaked at $3.04K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.